+39.4%
SHEL vs PTEN
+148.3%
-109.0%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | +4.1% | +3.5% | +0.6% | +3.2% |
| 30D | +8.4% | +17.5% | -9.2% | +3.8% |
| 3M | +13.7% | +12.7% | +1.0% | +9.2% |
| 6M | +12.7% | +33.1% | -20.4% | +3.9% |
| YTD | +35.3% | +116.4% | -81.1% | +12.0% |
| 1Y | +39.4% | +141.2% | -101.8% | +11.5% |
| All | +39.4% | +148.3% | -109.0% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling